Financial Administrator

Job description

Our client has a vacant role for a Financial Administrator to join their dynamic team in their Cape Town offices. The successful incumbent will be responsible for working with clients that have been contacted through our various communication platforms and develop personalized insurance. All clients to be captured on the CRM system.

Duties/Responsibilities:

• Contact clients to obtain consent to retrieve their policy schedules from the Insurers.
  
• Develop a deep understanding of the companys products and services to effectively communicate their benefits to clients.
  
• Obtain different quotes on FSP.
  
• Contact the client to discuss the quote and send the lead to the Insurer.
  
• Collect and analyse client information to identify potential areas for improvement and recommend appropriate solutions.
  
• Capture all client information & maintain accurate records of client interactions and progress in a customer relationship management (CRM) system.
  
• Meet or exceed daily weekly and monthly sales targets.
  
• Stay up to date on industry regulations and best practices in the Insurance industry.
  
• Provide excellent customer service by addressing client concerns and maintaining a positive attitude.
  
• Collaborate with team members to share knowledge and best practices for achieving individual and team goals.
  
• Add/update statuses on CRM.
  

Education/Qualifications:

• A high school diploma or equivalent Matric Certificate
  
• Strong communication and interpersonal skills
  
• RE5 Certificate
  
• NQF 5 FSCA Recognized qualification
  
• Class of Business as applicable
  

Competencies:

• Strong analytical skills.
  
• Knowledge of Insurance background.
  
• Experience in sales & customer service.
  
• Ability to work independently and as part of a team.
  
• Proficiency in using customer relationship management (CRM) software and & telephony systems.
  
• Understanding of industry regulations and best practices for client s portfolio.
  
• At least 2 working experience in this roll.